Robert P. Palmer

AVIDIAN WEALTH SOLUTIONS | Financial Consultant, Branches

Houston, TX 77024

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CRD#: 6930733

Professional summary

Robert Pierson Palmer, CFP®, who also goes by Robert Pierson Palmer, Robert Palmer, is a registered financial advisor currently at AVIDIAN WEALTH SOLUTIONS located in Houston, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Biography

As a Certified Financial Planner™ and a Chartered Financial Consultant® with a background in finance and law, I partner with my clients to create personalized financial plans. Together with my team, our goal is to help you protect what is most important, while also navigating towards achieving your vision of financial success.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Pierson Palmer | Robert Palmer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Pierson Palmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Education

Pace Law School

Juris Doctor (JD) - American Jurisprudence

2016

University of Vermont

Bachelor of Arts (BA) - Philosophy, Political Science, & History

2011

Experience

Current

April 25, 2023 - Present

AVIDIAN WEALTH SOLUTIONS

Office #1: 800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024

RIA

CRD#: 127186

Houston, TX

Past

March 31, 2020 - April 25, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

FAIRFIELD, CT

Past

March 3, 2020 - April 24, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FAIRFIELD, CT

Past

February 4, 2019 - January 8, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

STAMFORD, CT

Past

October 9, 2018 - January 8, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

STAMFORD, CT

Past

September 22, 2018 - October 3, 2018

NYLIFE SECURITIES LLC

CRD#: 5167

WHITE PLAINS, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

Texas

Registered Investment Advisory firm - (6/2/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/16/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/22/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/2/2022

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/25/2022

General Securities Sales Supervisor - Options Module Examination

Current Firm

AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

Texas

Registered Investment Advisory firm - (6/2/2005 Terminated)

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Contact information

Main Address

800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024

Mailing Address

Phone number

(281) 822-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIDIAN WEALTH SOLUTIONS DISCLOSURE BROCHURE 2025 (7/21/2025)

Regulatory assets under management

Total Number of Accounts	6,742
AUM (Assets Under Management)	$ 3,994,927,750

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/21/2025	Cover Page	Report
01/02/2025	Cover Page	Report
09/27/2024	Cover Page	Report
01/31/2024	Cover Page	Report
01/29/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Robert P. Palmer

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Pierson Palmer's CRS (Customer Relationship Summary).

Certified licenses

Education

Pace Law School

University of Vermont

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

AVIDIAN WEALTH SOLUTIONS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/22/2018

Series 10

Date: 9/2/2022

Series 9

Date: 7/25/2022

Current Firm

AVIDIAN WEALTH SOLUTIONS

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AVIDIAN WEALTH SOLUTIONS

TRUST BUT VERIFY

Contact information

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